David Kaplan

David B. Kaplan, J.D. 11700 W. Charleston Blvd., Suite 170-B599 Las Vegas, NV 89135 E:-C:- Business Development and Strategic Growth Consultant, retired U.S. Army Reserves Judge Advocate General (JAG) Officer, formerly licensed attorney for 32+ years, and real estate salesperson/broker. Prior extensive civil/business litigation, financial services, and teaching experience. Highly successful, high net worth commercial real estate investment consultant. PROFESSIONAL EXPERIENCE BUSINESS DEVELOPMENT AFFILIATE Corporate Management Group – (Remote) January 2025 to Present Strategic Operational Solutions formally affiliates with CMG, an industry leading freight management company with 38 years of Fortune 500 client service. Through this business affiliation we provide business clients best-in-class, "insourced" freight analyses that reduce freight expenditures as a percentage of clients' bottom line each year. DIRECTOR OF BUSINESS DEVELOPMENT Strategic Operational Solutions – Summerlin (Las Vegas), NV Director of Business Growth & Strategic Planning, March 2024 to Present Promotes collaborative business relationships within a diverse cross section of industry sectors, seeking to attain mutually beneficial synergies through representative, joint venture, and licensing agreements Negotiates license, sales, and marketing agreements with global manufacturers to promote sustainable energy systems and enhanced profit margins in behalf of U.S. companies DIRECTOR OF BUSINESS DEVELOPMENT (Remote) Northwest Intelligent Building Solutions – Liberty Lake, WA Director of Business Growth & Marketing, October 2023 to July 2024 Sole executive in charge of fostering global relationships with manufacturers of innovative construction equipment and building systems Responsible for negotiating exclusive and non-exclusive sales and marketing agreements with global equipment and systems manufacturers to promote efficiencies, sustainability, and enhanced profit margins in behalf of large contractors, subcontractors, and tradesmen throughout the U.S. SENIOR BUSINESS STRATEGIST Healthychecks, LLC – Las Vegas, NV Director of Business Development & Strategic Partnerships, August 2023 to December 2024 Responsible for the development of key business relationships within the health and wellness sector, including national corporate, regional and local business collaborations Ongoing customer service and relationship support to maintain mutually beneficial business synergies among health care providers, fitness companies, health and wellness spas, nutraceutical suppliers and weight loss centers throughout the country DIRECTOR OF LEGAL OPERATIONS (Remote) Net Zero Global Group, LLC – Trinidad, CO Legal Consultant to President and Founder, May 2023 to Present Responsible for ensuring and improving the performance, productivity, efficiency and profitability of departmental and organizational operations through the provision of effective methods and legal strategies Facilitates corporate legal initiatives and serves as liaison between senior management and associated law firms and collaborative corporate entities INSTITUTIONAL BUYER REPRESENTATIVE Rockwell Properties with offices in San Francisco, CA & Las Vegas, NV Medical Office and Industrial Real Estate Specialist, 2020 to 2021 Served as a buyer’s representative for medical office/healthcare, industrial, retail and other multi-tenant CRE investments Facilitated medical office portfolio acquisitions for private and publicly traded institutional real estate investors Soley responsible for a 20-property medical office portfolio transaction between Granite Group LLC (Seller), and Four Springs Capital Trust (Buyer) - $78 million sales price. NET LEASE COMMERCIAL REAL ESTATE SPECIALIST Keller Williams San Diego Metro with Home Offices in Lake Tahoe & Las Vegas, NV Net Leased Commercial Real Estate Investment Specialist, 2018 to 2020 Provided information and training to Keller Williams residential and commercial agents in the specific niche of net leased commercial real estate investments throughout the U.S. Assisted REITs, private buyers/investors and 1031 clients with the acquisition of net leased commercial real estate investments on a nationwide basis Consulted and advised high net worth individuals, business owners and commercial real estate clients to achieve greater portfolio diversification through prudent investment strategies MANAGING ATTORNEY The Law Offices of David B. Kaplan, Esq.; San Francisco, CA & Lake Tahoe, NV January 2006 – September 2018 Provided legal assistance and business consulting services to established and growing businesses Served as In-House counsel for commercial real estate investment, construction contractors and biofuels companies Provided business support, contracting, negotiations and mediation services to a variety of domestic and international businesses Created global opportunities for project funding ACQUISITIONS ANALYST & CONSULTING ATTORNEY Wellington Financial Group, San Francisco & Carmel, CA January 1985 – September 2018 Provided initial review and analysis of net lease commercial real estate investment opportunities for family office Responsible for initial legal consultation and guidance within the area of commercial real estate investment, equity markets and international banking facilities Served as liaison to various sovereign wealth funds, global and U.S. pension funds, employee retirement investment funds and insurance companies to promote joint venture CRE investment DIRECTOR, FOUNDER & MANAGING ATTORNEY Synchronized Organizational Solutions International LTD. Nevada, California, Belize, Panama, Hong Kong, January 2006 – July 2015 Facilitated joint venture investments for private investors and private project funders Provided funding support for society-enriching companies, humanitarian and non-profit organizations Funded The Water-Walking Foundation, a U.S. 501(c) non-profit, non-operating foundation providing financial support in response to global grant applications Consulted with various established and growing society-enriching businesses in the green energy, family and faith entertainment, disaster relief and job creation sectors Supported numerous U.S. and global organizations including: Western Civil Contractors, Inc. A Bridge For Kids Emergency Floor/Good Works Studio, Inc. TriCon Aggregates, Inc. Praying Pelicans Attractonomics, LLC Harvest International Foundation Market Colors, Inc. Samaritan Strategies of Western Africa Numerous start-up, society enriching companies.… FINANCIAL ADVISOR, GLOBAL PRIVATE CLIENT ADVISORY SERVICES Merrill Lynch; Spokane, WA Chartered Retirement Planning Counselor (CRPC); April 2004 – January 2006 Provided financial investment and consulting services to high net worth individuals, foundations, estates and growing businesses Served as Private Wealth Advisor Facilitated corporate retirement plans and executive compensation plans MAJOR, UNITED STATES ARMY RESERVES – TOP SECRET CLEARANCE The Judge Advocate General Corps., Pacific Northwest January 1996 – September 2007 Provided legal assistance, operational planning & support, and defense services to command officers, soldier, retirees and their families Regional Defense Counsel; 22nd Legal Support Organization, Five-State NW Region Command Brigade Judge Advocate; Ft. Lewis, WA International Law Officer; Special Operations Command, Civil Affairs; Ft. Bragg, NC Legal Assistance Officer; Ft. Lawton (Seattle), WA Adjunct Professor of Military Science; ROTC Gonzaga University, Spokane, WA SCHOOL TEACHER, DEPARTMENT CHAIR, SPEECH & DEBATE COACH Public/Charter Schools; Spokane Valley, WA & Coeur d’Alene, ID September 1993 – April 2004 1994 – 1999 Elementary Teacher Central Valley School District; Spokane, WA (Grades 3, 5 and 6) 1999 – 2002 High School Teacher/Coach The Coeur d’Alene Charter Academy; Coeur d’Alene, ID (Grades 8 - 12) Social Studies Department Chair Program Developer & Coach – Speech/Debate, Varsity Soccer 2002 – 2004 High School Teacher/Coach Central Valley School District; Spokane, WA (Grades 9, 10 and 12) ASSOCIATE ATTORNEY The Grunsky Law Firm; Monterey & Santa Cruz Counties, CA 1991 – 1992 Civil and Business Litigation Insurance Defense & Real Estate Professional Malpractice Contract Arbitration and Mediation LAW CLERK & LITIGATION SPECIALIST The United States Attorney’s Office; Southern District of California (San Diego) 1988 – 1989 Criminal Appellate Division Organized Crime Drug Enforcement Task Force (OCDETF) EDUCATION-Whitworth CollegeSpokane, WA Master-In-Teaching (M.I.T.) WA Elem. Cert.; Grades 4-12 in Math, Biology, U.S. History/Government Graduated with distinction (3.98 GPA) -University of San Diego School of LawSan Diego, CA Juris Doctorate Member of California Bar since 1991 -University of California, San DiegoSan Diego, CA B.A. Political Science, Minor in Biology ADDITIONAL SKILLS & LICENSING Previously held real estate salesperson and brokers licenses in Washington and California Relicensed California Real Estate Salesperson; June 2018 Previously held Fed. Series 7, 66 and Washington State insurance licenses Moderate fluency in French Experienced in Microsoft Office Web and tech savvy REFERENCES Highly Diverse Professional & Personal References Available Upon Request